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MITCHELL CAPITAL MANAGEMENT CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MITCHELL CAPITAL MANAGEMENT CO
报告期 2026-03-31 · CIK 0001080351
持仓数
113
前50大市值合计
$448.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 149 项
建仓 5
增持 71
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
+$10.9M
97,628
+25%
增持
AAPL
Apple Inc
+$10.3M
203,590
+11%
清仓
MA
Mastercard Inc-Cl A
-$5.3M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOG
Alphabet Inc CL C
+$4.0M
7,430
+13%
清仓
—
Rexnord Corp
-$4.0M
0
-100%
清仓
TYL
Tyler Technologies
-$3.7M
0
-100%
减持
—
Nvidia Corp
+$3.3M
41,414
-3%
减持
—
Paypal Holdings Inc
-$2.9M
16,636
-29%
增持
HD
Home Depot
+$2.8M
14,436
+51%
清仓
BMY
Bristol Myers Squibb Co
-$2.7M
0
-100%
建仓
RRX
Regal Rexnord Corp
+$2.4M
13,837
建仓
—
Uber Technologies Inc.
+$2.3M
55,096
增持
—
Visa Inc
+$2.1M
30,688
+49%
建仓
OXY
Occidental Petro
+$2.0M
69,540
减持
—
NV5 Global, Inc.
+$1.9M
48,972
-1%
增持
ELV
Anthem Inc
+$1.9M
6,731
+102%
减持
QCOM
Qualcomm Inc
+$1.6M
31,968
-2%
减持
—
Broadcom LTD
+$1.5M
9,090
-2%
增持
—
Tesla Inc
+$1.5M
5,377
+0%
清仓
TMUS
T-Mobile US Inc
-$1.5M
0
-100%
减持
COST
Costco Wholesale
+$1.4M
12,703
-1%
建仓
—
CBRE Group
+$1.4M
13,349
增持
APH
Amphenol Corp CL A
+$1.3M
29,002
+74%
清仓
—
Vivendi SA
-$1.2M
0
-100%
减持
MTD
Mettler-Toledo Int'l
+$1.1M
4,192
-4%
清仓
—
WRAP Technologies
-$1.1M
0
-100%
增持
—
United Health
+$1.1M
8,063
+5%
减持
IWF
iShares Russell 1000 Growth ET
-$949.0K
2,412
-61%
减持
UNP
Union Pacific Corp
+$880.0K
15,734
-0%
减持
TMO
Thermo Fisher Scientific Inc
+$839.0K
14,502
-6%
减持
—
Epam Systems Inc
+$828.0K
12,963
-6%
减持
NKE
Nike Inc Cl B
+$786.0K
39,927
-1%
增持
—
KBR Inc
+$771.0K
84,429
+2%
增持
CVS
CVS Caremark Corp.
+$760.0K
37,558
+2%
减持
—
Adidas AG
-$749.0K
5,056
-46%
增持
ACWX
iShares MSCI ACWI ETF
+$740.0K
38,572
+52%
减持
—
Enphase Energy Inc.
+$726.0K
30,453
-6%
增持
—
Accenture PLC-Cl A
+$698.0K
7,366
+0%
减持
—
Royal Caribbean Cruises LTD
-$664.0K
31,997
-9%
减持
—
Meta Platforms Inc.
-$616.0K
29,640
-5%
增持
—
LAM Research Corp
+$598.0K
3,677
+2%
增持
—
Keysight Technologies
+$586.0K
12,809
+2%
增持
MLM
Martin Marietta
+$581.0K
5,231
+4%
增持
DHR
Danaher Corp
+$561.0K
20,150
+1%
增持
IUSV
iShares Core S&P U.S. Value ET
+$540.0K
77,809
+2%
增持
BHP
BHP Group
+$508.0K
20,155
+52%
增持
—
Nextera Energy Inc
+$506.0K
30,709
+2%
建仓
—
JD.Com Inc-ADR
+$503.0K
7,181
增持
CVX
Chevron Corp.
+$487.0K
26,700
+2%
减持
AMZN
Amazon.com Inc
-$484.0K
5,716
-4%
减持
DIS
Disney Walt
-$473.0K
27,833
-2%
增持
—
Digital Turbine Inc
-$468.0K
73,028
+2%
增持
SCHX
Schwab U S Large Cap ETF
+$439.0K
35,367
+3%
增持
—
Du Pont (E.I.) De Nemours
+$433.0K
29,257
+3%
增持
—
IntercontinentalExchange Group
+$422.0K
19,144
+0%
减持
ULTA
Ulta Beauty Inc
+$418.0K
8,911
-1%
增持
—
Waste Management
+$418.0K
19,453
+3%
增持
BRK/B
Berkshire Hathaway
+$414.0K
13,463
+2%
减持
LLY
Lilly, Eli & Co
+$406.0K
9,448
-1%
清仓
—
Nomad Foods LTD
-$398.0K
0
-100%
增持
—
Emcor Group Inc
+$396.0K
28,208
+2%
增持
—
Shopify Inc.
+$395.0K
641
+78%
减持
—
Construction Partners
-$394.0K
88,199
-1%
增持
—
SPDR MSCI ACWI ETF
+$381.0K
53,446
+31%
减持
ADBE
Adobe Inc
-$375.0K
13,692
-3%
增持
PEP
Pepsico Inc
+$368.0K
14,028
+2%
减持
—
S & P Global Inc.
+$358.0K
9,155
-2%
增持
—
Blackrock Inc
+$356.0K
3,793
+2%
减持
CRM
Salesforce.com Inc
-$351.0K
16,745
-1%
增持
LULU
Lululemon Athletica
+$340.0K
2,200
+71%
减持
FISV
Fiserv Inc
-$333.0K
8,522
-24%
减持
—
Solaredge Technologies Inc
-$332.0K
2,918
-33%
增持
CSCO
Cisco Systems Inc
+$328.0K
29,106
+5%
增持
BAC
Bank of America
+$324.0K
119,750
+2%
清仓
—
Sunrun Inc
-$314.0K
0
-100%
增持
AMAT
Applied Materials Inc
+$311.0K
9,669
+3%
增持
—
Vale SA - Sp ADR
+$303.0K
44,751
+93%
减持
EL
Estee Lauder Inc
+$299.0K
4,437
-1%
减持
—
MKS Instruments Inc
+$299.0K
15,769
-3%
增持
—
MYR Group
+$298.0K
23,231
+2%
减持
—
Neste Oyj
-$294.0K
23,236
-24%
减持
IUSG
iShares Core S&P U.S. Growth E
+$292.0K
57,236
-7%
减持
VWDRY
Vestas Wind Systems
-$292.0K
78,785
-3%
增持
COP
Conoco Phillips
+$289.0K
48,360
+2%
清仓
—
Moderna Inc
-$269.0K
0
-100%
增持
DEO
Diageo PLC
+$258.0K
9,361
+0%
增持
DG
Dollar General Corp
+$258.0K
10,244
+1%
减持
CMCSA
Comcast Corp.
-$257.0K
34,128
-3%
增持
CAT
Caterpillar Inc
+$253.0K
13,574
+2%
清仓
—
Novartis AG ADR
-$252.0K
0
-100%
增持
—
Intuitive Surgical Inc
+$252.0K
9,640
+198%
增持
NVO
Novo-Nordisk Spons
+$248.0K
15,281
+0%
增持
—
ICON PLC
+$234.0K
4,885
+0%
减持
—
Skyworks Solutions
-$234.0K
15,157
-3%
增持
WMT
Wal-Mart Stores
+$233.0K
30,856
+2%
清仓
—
Twilio Inc - A
-$228.0K
0
-100%
增持
—
Linde PLC
+$228.0K
3,754
+3%
清仓
IT
Gartner Inc
-$224.0K
0
-100%
减持
—
Schneider Electric
+$210.0K
35,807
-0%
增持
MELI
Mercadolibre
-$205.0K
651
+1%
减持
—
Gentherm Inc
+$191.0K
35,907
-1%
增持
JNJ
Johnson & Johnson
+$168.0K
12,623
+2%
增持
SCHA
Schwab U S Small Cap ETF
+$144.0K
10,478
+13%
减持
—
Alibaba Group
-$144.0K
1,838
-25%
增持
TD
Toronto-Dominion
+$142.0K
13,323
+0%
增持
—
Elbit Systems Ltd
+$141.0K
4,653
+1%
增持
NICE
Nice LTD
+$139.0K
7,019
+0%
增持
TSM
Taiwan Semiconductor Mfg
+$132.0K
14,832
+0%
增持
MS
Morgan Stanley
+$126.0K
43,574
+2%
增持
TGT
Target Corp
+$126.0K
20,943
+1%
减持
—
iShares Core Intl Stock ETF
-$121.0K
7,950
-18%
增持
—
ETSY Inc.
+$120.0K
7,636
+2%
减持
HON
Honeywell Int'l Inc
-$103.0K
8,234
-4%
增持
—
Aon PLC
+$101.0K
6,552
+0%
减持
BA
Boeing
-$91.0K
4,587
-0%
减持
MGA
Magna International
-$89.0K
7,325
-19%
减持
SBUX
Starbucks Corp
+$88.0K
24,990
-3%
减持
SDVKY
Sandvik AB
+$86.0K
17,507
-0%
减持
IVV
iShares Core S&P 500 Index ETF
+$83.0K
8,548
-8%
增持
—
Goldman Sachs
+$82.0K
10,343
+1%
增持
VUG
Vanguard Growth Index ETF
+$80.0K
905
+25%
增持
SCHM
Schwab U S Mid Cap ETF
+$80.0K
12,793
+3%
减持
HMC
Honda Motor Ltd Amern Shs
-$79.0K
30,735
-1%
减持
—
Netflix
-$78.0K
6,882
-1%
减持
IWD
iShares Russell 1000 Value ETF
+$76.0K
7,172
-0%
增持
—
JP Morgan Chase
-$75.0K
38,911
+2%
增持
—
Wal-Mart De Mex Spons ADR
+$72.0K
19,012
+2%
减持
RY
Royal Bank of Canada
+$67.0K
10,119
-0%
减持
IJH
iShares Core S&P Mid Cap ETF
-$63.0K
1,852
-17%
增持
—
Orsted A/S
+$60.0K
15,364
+14%
增持
CM
Canadian Imperial Bank of Comm
+$53.0K
9,644
+0%
增持
OMRNY
Omron Corp.
+$45.0K
18,482
+0%
减持
—
Cerner Corp
+$42.0K
15,072
-22%
减持
SYY
Sysco
-$42.0K
32,592
-2%
减持
IJR
iShares Core S&P SmallCap ETF
-$36.0K
4,129
-11%
减持
EADSY
Airbus SE - Unsp ADR
-$26.0K
15,929
-0%
减持
HXGBY
Hexagon AB
+$25.0K
54,222
-0%
增持
—
Astrazeneca Plc
-$24.0K
16,599
+1%
减持
—
Idexx Laboratories
+$24.0K
9,028
-5%
增持
OTEX
Open Text
-$22.0K
18,312
+0%
增持
BP
BP PLC - Sp ADR
-$20.0K
30,596
+0%
减持
MPWR
Monolithic Power Sys
+$13.0K
5,381
-1%
减持
—
Total Energies
+$13.0K
8,424
-0%
减持
—
Tencent Holdings
-$13.0K
8,452
-0%
增持
AXP
American Express
-$11.0K
28,522
+2%
减持
—
Unilever PLC-Sp
-$10.0K
11,341
-1%
减持
CNI
Canadian National Railway Co
+$9.0K
6,113
-5%
减持
AKZOY
Akzo Nobel NV
+$4.0K
28,962
-1%
增持
TXN
Texas Instruments
-$3.0K
15,064
+2%
